Gerardo Ramirez
Gerardo Ramirez is a registered investment advisor at Park Avenue Securities LLC, based in San Antonio, TX, with 15 years of industry experience. Gerardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
2018 Avenue B, Floor 3, San Antonio, TX, 78215
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Regulatory History (1)
Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Gerardo is involved in several outside business activities, including owning a heavy machinery company (where he may give a sales training class once a year), rental properties, a maintenance and management company, and a promotional products company (as a silent partner). He also offers auto, home, and medical insurance through alliances and provides consulting services to train sales agents and managers.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.